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I am proficient in everyday system usage within the business to solve and to help assist and service my clients with their issues and or enquiries correctly first time.
My role is assisting our Financial Advisers and Team members across the business to achieve the best outcome for our clients.
I have experience and capability across the full range of servicing activities and manage client queries through to resolution. I have an excellent understanding of the complex needs of our best clients.
I do my best to Connect employees, clients and the community to help them achieve their outcomes
I am passionate about creating value through high standards of performance
I Work collaboratively and support others to achieve the right outcome for our clients and our organisation
I have been a part of C&K Partners Financial Services (now Astute Lalor) for 3 years.
My previous role was with the National Australia Bank where for 5 years I was in the Premier Servicing Team and Homeside Lending settlements Team, I was able to work together with the branch network to serve our best customers.